Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
18%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
KAT
29
HOLDINGS
24%
ALSO IN MVAL
MVAL
41
HOLDINGS
18%
ALSO IN KAT
SECTOR DRIFT (KAT minus MVAL)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in KAT |
Weight in MVAL |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.3% | 3.9% | 3.9% |
|
META PLATFORMS INC | 6.0% | 3.3% | 3.3% |
|
SCHWAB (CHARLES) CORP | 3.5% | 2.8% | 2.8% |
|
OTIS WORLDWIDE CORPORATION | 2.5% | 2.7% | 2.5% |
|
ZOETIS INC | 2.1% | 2.5% | 2.1% |
KAT Overweight Relative to MVAL
|
AMAZON.COM INC | 6.0% |
|
OCCIDENTAL PETROLEUM CORP | 5.9% |
|
UNION PACIFIC CORP | 5.4% |
|
MCKESSON CORP | 4.8% |
|
VISA INC. CLASS A | 4.6% |
|
MARKEL CORP | 4.5% |
|
MARSH & MCLENNAN COS | 4.1% |
 |
FRANCO-NEVADA CORP | 3.8% |
|
BROOKFIELD CORP | 3.5% |
|
AGILENT TECHNOLOGIES INC | 3.4% |
KAT Underweight Relative to MVAL
|
DANAHER CORP | -4.9% |
|
TRACTOR SUPPLY COMPANY | -4.5% |
|
BROADRIDGE FINANCIAL SOLUTIO | -4.5% |
|
BROWN-FORMAN CORP-CLASS B | -4.3% |
|
GE HEALTHCARE TECHNOLOGIES INC. | -4.3% |
|
MONDELEZ INTERNATIONAL INC-A | -4.3% |
|
KENVUE, INC. | -4.3% |
|
ZIMMER HOLDINGS INC | -4.2% |
|
CONSTELLATION BRANDS INC-A | -4.0% |
|
MCCORMICK & CO-NON VTG SHRS | -3.9% |